+109.4%
USO vs PCAR
+3.7%
+105.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.4% | +2.5% | -1.1% |
| 7D | -12.1% | +0.1% | -12.2% | -11.8% |
| 30D | +3.1% | -4.6% | +7.7% | +1.2% |
| 3M | +24.9% | -22.6% | +47.4% | +10.1% |
| 6M | +10.8% | -12.0% | +22.8% | +5.2% |
| YTD | +114.6% | -6.1% | +120.7% | +105.3% |
| 1Y | +109.4% | +6.3% | +103.1% | +105.3% |
| All | +109.4% | +3.7% | +105.7% | +105.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PCAR.
Daily Out/Under-Performance
Portfolio return minus PCAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCAR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded PCAR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling